Trust or Trustee Issue
An existing trust may need a new trustee, more consistent administration, or a clearer plan for the next stage. Compass Fiduciary Group considers professional trustee and successor trustee matters for individuals, families, and advisers in Phoenix and Maricopa County.
When professional trust administration may help
Families often contact us when a trustee can no longer serve, a successor must be considered, records need attention, or administration has become more demanding. Our initial discussion helps identify the trust involved, the proposed role, and the practical work that may be required. It does not decide legal disputes or establish authority to act.
Records, communication, and follow-through
Trust administration can involve organizing financial records, coordinating with advisers, tracking receipts and expenses, communicating with relevant parties, and addressing ongoing property or administrative needs. The work Compass can undertake depends on the trust document, the applicable authority, and the terms of an accepted engagement.
Information for the first conversation
- Whether you are the current trustee, a beneficiary, a family member, or an adviser.
- Whether the current trustee is serving or a transition is anticipated.
- The general nature and location of trust assets.
- Known deadlines, pending disputes, and the attorney or other advisers involved.
- Whether the trust document and recent records are available for later review.
If there is a disagreement
Questions about removing a trustee, interpreting a trust, distributions, or beneficiary rights should be discussed with qualified legal counsel. Compass can discuss administrative fit and coordination with counsel without offering case-specific legal advice through this website.
Explore the appropriate service
Read about trust administration and successor trustee services. If the matter involves a trust established for a beneficiary with a disability, see our special needs trust administration page. Contact Compass before sending confidential trust documents.
Discuss your circumstances with Compass
Call 602-595-1811 or prepare an initial matter inquiry. Compass Fiduciary Group, LLC • 1480 E. Bethany Home Road, Suite 130, Phoenix, AZ 85014.
General service information only. Compass is not a law firm and does not provide legal or tax advice. Contacting Compass does not establish an engagement or appointment.